Client review service

Whether your clients are trying to save for their retirement, or looking to start accessing their pension savings, you can use our client review service to conduct a cost-effective review service.

You can create branded, visual reports which delve further into the year on year performance of your client’s plan - and how the future might look for them. 

Our client review service

As part of the custom review, you can choose the content you’d like to include in the client reports to create a truly personalised review experience.

This includes content on a broad range of topics to help educate and engage your clients, including detailed market commentary, ESG and Responsible Investment and financial wellbeing.

Three reports to choose from

Benefits for you and your clients

  • You have flexibility to pick and choose the content you'd like to include, so you can tailor the review conversation to your client’s individual needs and circumstances.
  • Create a tailored report for your clients in just a few clicks.
  • You’ll have a clear audit trail so you can keep track of the reviews you’ve carried out.
  • Our service provides all the information you need to review your clients quickly and easily, saving you time and money.
  • You can create branded and personalised client reports to help you demonstrate the work you’ve done and the expertise you’re providing.
  • Allows you to have tailored conversations with your clients on a broad range of topics.
  • Your clients can better understand the position of their pension savings over the review period.
  • Clients will benefit from a personalised review experience.
  • Clients will benefit from additional content, designed to educate and engage them about what’s been happening in the market and what this means for their pension savings.

How it works

Watch our short video for a reminder of how our client review service works.

Whether your clients are preparing for retirement, taking tax-free cash or enjoying a regular income, you can use our client review service to conduct a cost-effective review service for your clients.  

The first time you use the service, you’ll have the option to upload your company logo and contact details.

To get started, simply choose the period you want to review – you can change this to suit your client’s needs.

With just a few clicks, you can create a review which delves further into the year on year performance of your client’s plan – and how the future might look for them.

You can also add your personal comments to reflect your review conversations.

You can view key facts such as plan performance for the review period and since the plan started. And you’ll also have access to more information, like investment benchmarks.

After creating a review, you can create three different types of branded, visual reports - two for your client and one for you.

The client summary report includes the key points you might want to discuss with your client during your meeting.

The full client report includes all the content you’ve selected. You might use this as a leave-behind.

And for you, there’s the detailed adviser report, backing up everything in the client report so you can demonstrate you’ve carried out your due diligence checks.

Each report is saved automatically, creating a track record for each client. So, you’ll be able to view and download historic reports for your records any time you need them.

To find out more, speak to your usual Royal London contact.

Find out more

Log in now to use our client review service or speak to your usual Royal London contact to find out more.

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The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.